OpenAI's Rapid Growth Continues
OpenAI is experiencing explosive growth across its platforms. The company now boasts 400 million weekly active users—a notable jump from the 300 million reported in December 2024, underscoring a strong upward trend.
On the enterprise side, ChatGPT’s business plans are gaining significant traction. OpenAI has reached 2 million paying enterprise users, with usage figures doubling since September 2024. Meanwhile, developer traffic for OpenAI’s APIs has also doubled in the past six months.
In addition to these impressive user metrics, both OpenAI and its competitors have recently shared their revenue predictions. Here’s how all these developments come together in today’s dynamic AI landscape.
Anthropic projects that nearly two-thirds of its revenue will stem from its API business, with a significant share coming from strategic partners like Amazon. In a major development, Anthropic confirmed that its advanced language model, Claude, will power Amazon's next-generation AI assistant, Alexa+. This collaboration, which has been evolving over the past year, marks a pivotal step in enhancing the sophistication and natural interaction of Alexa+.
Worth mentioning, all three of them experienced a decrease in secondary market activity in January compared to December, according to the Launchbay Activity Score.
Figure AI Inc. Eyes Massive Funding Round Amid Rapid Valuation Surge
Figure AI Inc., a startup at the forefront of humanoid robotics, is currently in discussions with investors to secure $1.5 billion in funding, which would push its valuation to an impressive $39.5 billion. Fund managers are reportedly exploring the use of SPVs to facilitate this huge Series C round—a dramatic leap from the $2.6 billion valuation recorded just a year ago.
Among several robotics startups developing both humanoid robots and the AI models that power them, Figure AI stands out. The company plans to initially deploy its nearly 155-pound robot across manufacturing, warehousing, and retail environments. Its second-generation robot, Figure 02, has already been tested at a BMW facility in South Carolina, and the startup aims to manufacture up to 100,000 robots over the next four years.
In a recent development, Figure AI introduced Helix—a cutting-edge, internally developed vision-language-action model that enables its humanoid robots to understand speech, reason through tasks, and manipulate objects in real time, all without prior training.
While Figure AI is generating revenue, the exact figures remain undisclosed, though indications suggest that revenue is still in its early, modest stages.
Ilya Sutskever is also making headlines with big expectations. His new startup, Safe Superintelligence, is reportedly valued at $30 billion as he aims to raise another $1 billion in capital, signaling aggressive ambitions in the AI space.
Field AI, which develops AI models to control robots, is targeting a $2 billion valuation in its upcoming financing round—an impressive leap after its previous round valued the company at $500 million just months ago.
Meanwhile, Together AI has secured $305 million in Series B funding to expand its AI acceleration cloud, with strong backing from investors such as General Catalyst, NVIDIA, and Salesforce Ventures.
Other notable developments include:
Dream: The first AI company focused on national cybersecurity, which raised $100 million to help defend nations and critical infrastructure.
Abridge: An AI-driven medical documentation company that secured $150 million in Series D funding to expand its AI-powered clinical tools.
Verkada: Specializing in building security hardware and software, Verkada raised a $200 million Series E round—led by General Catalyst—bringing its valuation to $4.5 billion.
Another Tech IPO Postponement
Cohesity has decided to delay its initial public offering, opting instead for an employee share sale through a tender offer valued at around $100 million. This move is expected to peg the company's valuation at approximately $3 billion.
In addition, Cohesity reported an annual recurring revenue of $750 million in 2024 and anticipates generating $2.2 billion in revenue over the 12 months ending in July. The company also claims to be cash flow positive.
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